Ironwood Investment Counsel, LLC Top Holdings and 13F Report (2026)

About Ironwood Investment Counsel, LLC

Investment Activity

Ironwood Investment Counsel, LLC has $762.19 million in total holdings as of June 30, 2026.
Ironwood Investment Counsel, LLC owns shares of 269 different stocks, but just 75 companies or ETFs make up 80% of its holdings.
Approximately 7.09% of the portfolio was purchased this quarter.
About 3.83% of the portfolio was sold this quarter.
This quarter, Ironwood Investment Counsel, LLC has purchased 264 new stocks and bought additional shares in 87 stocks.
Ironwood Investment Counsel, LLC sold shares of 116 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Apple: $34,934,646
Schwab Fundamental U.S. Small Company ETF: $34,531,464
Microsoft: $30,499,966
Alphabet: $21,940,040
Akre Focus ETF: $18,220,900

Largest New Holdings this Quarter

46434V621 - iShares Core Dividend Growth ETF: $4,047,732 Holding
43849R105 - Honeywell Aerospace Inc: $660,808 Holding
194162103 - Colgate-Palmolive: $618,852 Holding
038222105 - Applied Materials: $453,474 Holding
346375108 - FormFactor: $319,860 Holding

Largest Purchases this Quarter

KLA: 40,048 shares (about $12.08M)
iShares Core Dividend Growth ETF: 44,676 shares (about $4.05M)
JPMorgan Ultra-Short Municipal ETF: 65,712 shares (about $3.35M)
ServiceNow: 31,679 shares (about $3.15M)
iShares MSCI EAFE Value ETF: 38,931 shares (about $2.98M)

Largest Sales this Quarter

Adobe: 22,709 shares (about $4.66M)
Workday: 32,616 shares (about $3.99M)
Cummins: 1,936 shares (about $1.38M)
Hubbell: 2,520 shares (about $1.32M)
Schwab Fundamental U.S. Small Company ETF: 33,047 shares (about $1.26M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$34,934,646	$263,319 â–¼	-0.7%	120,730	4.6%	Technology
FNDA Schwab Fundamental U.S. Small Company ETF	$34,531,464	$1,257,769 â–¼	-3.5%	907,290	4.5%	ETF
MSFT Microsoft	$30,499,966	$80,946 â–¼	-0.3%	81,764	4.0%	Technology
GOOGL Alphabet	$21,940,040	$1,150,375 â–¼	-5.0%	61,393	2.9%	Communication Services
Akre Focus ETF	$18,220,900	$328,608 â–¼	-1.8%	342,562	2.4%	AKRE FOCUS ETF
FNDX Schwab Fundamental U.S. Large Company ETF	$17,535,731	$1,317,087 â–²	8.1%	563,849	2.3%	ETF
AMZN Amazon.com	$17,287,511	$52,912 â–¼	-0.3%	72,532	2.3%	Consumer Discretionary
JNJ Johnson & Johnson	$16,202,051	$183,113 â–²	1.1%	63,795	2.1%	Healthcare
KLAC KLA	$13,569,345	$12,083,095 â–²	813.0%	44,974	1.8%	Technology
Berkshire Hathaway Inc Class B	$12,746,332	$163,633 â–²	1.3%	25,472	1.7%	CL B NEW
AXP American Express	$12,547,461	$65,959 â–¼	-0.5%	37,095	1.6%	Finance
SCHW Charles Schwab	$11,569,960	$111,278 â–¼	-1.0%	125,392	1.5%	Finance
JPST JPMorgan Ultra-Short Income ETF	$11,280,177	$39,344 â–²	0.4%	223,060	1.5%	ETF
TER Teradyne	$11,054,808	$1,192,185 â–¼	-9.7%	22,848	1.5%	Technology
SYY Sysco	$10,378,064	$358,057 â–²	3.6%	124,169	1.4%	Consumer Staples
MA Mastercard	$9,972,656	$171,544 â–²	1.8%	19,417	1.3%	Finance
QCOM Qualcomm	$9,891,569	$113,278 â–²	1.2%	53,528	1.3%	Technology
IVV iShares Core S&P 500 ETF	$9,874,400	$117,579 â–¼	-1.2%	13,185	1.3%	ETF
USB U.S. Bancorp	$9,534,875	$186,938 â–²	2.0%	157,862	1.3%	Finance
JPM JPMorgan Chase & Co.	$9,515,438	$124,716 â–²	1.3%	29,069	1.2%	Finance
IWD iShares Russell 1000 Value ETF	$9,380,401	$746,931 â–²	8.7%	38,693	1.2%	ETF
LMT Lockheed Martin	$9,351,780	$521,694 â–²	5.9%	18,356	1.2%	Industrials
AVGO Broadcom	$8,835,762	$63,841 â–²	0.7%	23,390	1.2%	Technology
NVDA NVIDIA	$7,915,760	$561,653 â–²	7.6%	39,561	1.0%	Technology
BUD Anheuser-Busch InBev SA/NV	$7,722,332	$90,558 â–²	1.2%	93,717	1.0%	Consumer Staples
CMI Cummins	$7,704,512	$1,380,849 â–¼	-15.2%	10,802	1.0%	Industrials
UPS United Parcel Service	$7,683,931	$577,386 â–²	8.1%	71,478	1.0%	Industrials
AMGN Amgen	$7,535,581	$497,206 â–²	7.1%	20,809	1.0%	Healthcare
ACN Accenture	$7,403,427	$1,611,897 â–²	27.8%	59,493	1.0%	Technology
Medtronic	$7,305,527	$462,575 â–²	6.8%	93,385	1.0%	COM
CTVA Corteva	$7,158,310	$62,163 â–²	0.9%	84,523	0.9%	Materials
LH Labcorp	$6,998,858	$169,126 â–²	2.5%	24,995	0.9%	Healthcare
LOW Lowe's Companies	$6,568,859	$201,529 â–²	3.2%	29,792	0.9%	Consumer Discretionary
PEP PepsiCo	$6,379,835	$239,389 â–¼	-3.6%	47,118	0.8%	Consumer Staples
CRM Salesforce	$6,315,848	$2,755,380 â–²	77.4%	40,315	0.8%	Technology
Merck & Co Inc	$6,117,716	$51,401 â–²	0.8%	47,608	0.8%	COM
FPE First Trust Preferred Securities and Income ETF	$6,055,677	$133,528 â–¼	-2.2%	338,684	0.8%	ETF
IBM International Business Machines	$6,048,919	$219,910 â–¼	-3.5%	21,510	0.8%	Technology
CMCSA Comcast	$6,022,054	$442,367 â–²	7.9%	245,297	0.8%	Communication Services
DIS Walt Disney	$5,971,198	$125,415 â–²	2.1%	62,038	0.8%	Communication Services
GOOG Alphabet	$5,843,046	$104,233 â–²	1.8%	16,537	0.8%	Communication Services
GLW Corning	$5,585,626	$379,834 â–¼	-6.4%	21,867	0.7%	Technology
HD Home Depot	$5,477,311	$112,862 â–²	2.1%	15,530	0.7%	Consumer Discretionary
NOW ServiceNow	$5,423,567	$3,145,091 â–²	138.0%	54,629	0.7%	Technology
DG Dollar General	$5,379,726	$499,468 â–²	10.2%	46,735	0.7%	Consumer Staples
JMST JPMorgan Ultra-Short Municipal ETF	$5,322,125	$3,351,325 â–²	170.0%	104,355	0.7%	ETF
TSLA Tesla	$5,237,214	$116,513 â–²	2.3%	12,451	0.7%	Consumer Discretionary
CAH Cardinal Health	$4,933,819	$203,358 â–¼	-4.0%	20,768	0.6%	Healthcare
OGE OGE Energy	$4,880,062		0.0%	100,289	0.6%	Utilities
ELV Elevance Health	$4,790,177	$230,111 â–²	5.0%	12,386	0.6%	Healthcare
INTU Intuit	$4,676,700	$1,946,319 â–²	71.3%	17,918	0.6%	Technology
CSCO Cisco Systems	$4,608,285	$74,001 â–¼	-1.6%	39,232	0.6%	Technology
XOM ExxonMobil	$4,531,058	$63,028 â–¼	-1.4%	33,141	0.6%	Energy
MCK McKesson	$4,428,964	$113,350 â–¼	-2.5%	5,861	0.6%	Healthcare
LLY Eli Lilly and Company	$4,285,977	$261,501 â–²	6.5%	3,573	0.6%	Healthcare
HSY Hershey	$4,261,915	$304,761 â–²	7.7%	24,291	0.6%	Consumer Staples
META Meta Platforms	$4,182,698	$301,380 â–¼	-6.7%	7,425	0.5%	Communication Services
CCI Crown Castle	$4,173,029	$1,011,148 â–²	32.0%	55,104	0.5%	Real Estate
VB Vanguard Small-Cap ETF	$4,082,208	$16,975 â–²	0.4%	13,467	0.5%	ETF
DGRO iShares Core Dividend Growth ETF	$4,047,732	$4,047,732 â–²	New Holding	44,676	0.5%	ETF
SPY SPDR S&P 500 ETF Trust	$4,014,357	$271,856 â–¼	-6.3%	5,375	0.5%	ETF
MS Morgan Stanley	$3,769,816	$167,032 â–²	4.6%	18,033	0.5%	Finance
VOO Vanguard S&P 500 ETF	$3,713,063	$285,039 â–¼	-7.1%	5,406	0.5%	ETF
COST Costco Wholesale	$3,649,466	$14,968 â–²	0.4%	3,901	0.5%	Consumer Staples
PG Procter & Gamble	$3,604,813	$7,186 â–¼	-0.2%	24,582	0.5%	Consumer Staples
Wal-Mart Stores	$3,505,773	$51,760 â–¼	-1.5%	30,953	0.5%	COM
CAT Caterpillar	$3,158,314		0.0%	2,965	0.4%	Industrials
HYD VanEck High Yield Muni ETF	$3,142,882	$171,170 â–¼	-5.2%	61,014	0.4%	ETF
EFV iShares MSCI EAFE Value ETF	$3,079,208	$2,980,227 â–²	3,010.9%	40,224	0.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$2,797,384	$29,498 â–¼	-1.0%	39,261	0.4%	ETF
IWS iShares Russell Mid-Cap Value ETF	$2,689,041	$89,218 â–¼	-3.2%	16,336	0.4%	ETF
V Visa	$2,632,526	$86,127 â–¼	-3.2%	7,672	0.3%	Finance
VTI Vanguard Total Stock Market ETF	$2,523,239	$14,063 â–²	0.6%	6,818	0.3%	ETF
QQQ Invesco QQQ	$2,464,517	$85,441 â–¼	-3.4%	3,346	0.3%	ETF
LRCX Lam Research	$2,412,424	$225,772 â–¼	-8.6%	5,567	0.3%	Technology
VZ Verizon Communications	$2,388,509	$158,142 â–²	7.1%	56,412	0.3%	Communication Services
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$2,380,416	$36,449 â–²	1.6%	28,801	0.3%	ETF
APD Air Products and Chemicals	$2,318,980	$366,216 â–²	18.8%	7,909	0.3%	Materials
AMD Advanced Micro Devices	$2,316,362	$181,265 â–²	8.5%	3,987	0.3%	Technology
T AT&T	$2,315,989	$183,217 â–²	8.6%	111,883	0.3%	Communication Services
ABBV AbbVie	$2,294,929	$39,260 â–¼	-1.7%	9,119	0.3%	Healthcare
OMC Omnicom Group	$2,172,659	$201,891 â–²	10.2%	29,831	0.3%	Communication Services
CVX Chevron	$2,163,244	$42,768 â–¼	-1.9%	13,050	0.3%	Energy
NTAP NetApp	$2,069,473	$161,571 â–²	8.5%	13,372	0.3%	Technology
INTC Intel	$2,046,295		0.0%	14,655	0.3%	Technology
MCD McDonald's	$1,990,436	$46,497 â–¼	-2.3%	7,363	0.3%	Consumer Discretionary
MDLZ Mondelez International	$1,983,977	$225,808 â–²	12.8%	34,301	0.3%	Consumer Staples
ES Eversource Energy	$1,953,806	$397,858 â–²	25.6%	27,034	0.3%	Utilities
SCHD Schwab US Dividend Equity ETF	$1,944,948	$141,301 â–²	7.8%	61,335	0.3%	ETF
EFG iShares MSCI EAFE Growth ETF	$1,908,378	$38,695 â–²	2.1%	15,338	0.3%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$1,859,372	$251,810 â–¼	-11.9%	18,785	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$1,796,296	$117,134 â–²	7.0%	7,591	0.2%	ETF
PAYX Paychex	$1,790,402	$287,322 â–²	19.1%	18,208	0.2%	Industrials
KO CocaCola	$1,771,926	$813 â–²	0.0%	21,802	0.2%	Consumer Staples
ETN Eaton	$1,762,023	$2,557 â–¼	-0.1%	4,135	0.2%	Industrials
TJX TJX Companies	$1,750,942	$31,816 â–¼	-1.8%	11,557	0.2%	Consumer Discretionary
BEN Franklin Resources	$1,729,269	$267,994 â–²	18.3%	51,976	0.2%	Finance
TROW T. Rowe Price Group	$1,721,047	$329,361 â–²	23.7%	15,138	0.2%	Finance
TSM Taiwan Semiconductor Manufacturing	$1,699,782	$80,715 â–¼	-4.5%	3,559	0.2%	Technology
BRO Brown & Brown	$1,679,960	$9,622 â–¼	-0.6%	26,188	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Ironwood Investment Counsel, LLC Top Holdings and 13F Report (2026)

About Ironwood Investment Counsel, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Ironwood Investment Counsel, LLC Top Holdings and 13F Report (2026)

About Ironwood Investment Counsel, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofIronwood Investment Counsel, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools